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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,910 | $157,304-39.0% | $141,197-32.1% | $152,909-37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.45% | 64.34%-36.9pp | 71.41%-44.0pp | 345.46%-318.0pp |
| Employer contribution / active EE | $4,618 | $5,263-12.3% | $4,736-2.5% | $4,764-3.1% |
| Participant deferral / active EE | $8,768 | $7,111+23.3% | $6,710+30.7% | $5,851+49.9% |
| Admin fee / account holder | $16 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |